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Disclosery

GM Advisory Group, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GM Advisory Group, LLC on NEE, newest first. How the timeline and the estimate are built.

GM Advisory Group, LLC held 35,902 NEE shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 35,902 shares
    Change vs previous 13F +1,021 shares

    0.13% of the 13F portfolio, value $3,334,608.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 34,881 shares
    Change vs previous 13F +23,692 shares

    0.11% of the 13F portfolio, value $2,800,241.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 11,189 shares
    Change vs previous 13F -659 shares

    0.04% of the 13F portfolio, value $844,627.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 11,848 shares
    Change vs previous 13F -2,050 shares

    0.04% of the 13F portfolio, value $822,486.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,898 shares
    Change vs previous 13F -705 shares

    0.05% of the 13F portfolio, value $985,242.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 14,603 shares
    Change vs previous 13F -1,138 shares

    0.06% of the 13F portfolio, value $1,046,864.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 15,741 shares
    Change vs previous 13F -3,120 shares

    0.08% of the 13F portfolio, value $1,330,616.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 18,861 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,335,569.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).